+322.4%
NET vs WEC
+56.8%
+265.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -1.7% |
| 7D | -16.4% | +6.9% | -23.2% | -14.2% |
| 30D | -25.8% | +16.6% | -42.4% | -21.7% |
| 3M | -11.5% | +9.1% | -20.6% | -8.5% |
| 6M | +18.9% | +3.2% | +15.7% | +21.3% |
| YTD | +35.2% | +14.9% | +20.3% | +41.6% |
| 1Y | +14.5% | +9.2% | +5.3% | +18.7% |
| All | +322.4% | +56.8% | +265.6% | +356.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling